Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Government Personnel Mutual
Life Insurance Company |
| Address: |
2211 N.E. Loop 410 |
| City: |
San Antonio |
| State: |
TX |
| Zip Code: |
78216 |
| Telephone: |
(210) 357 - 2208 |
| Fax: |
(210) 357 - 2225 |
| Web Site: |
www.gpmlife.com |
| |
| My 40-year financial services career has been
devoted to providing financial counsel and sales support to clients
and sales representatives concerning life insurance and annuity solutions
to gaps in employee benefit programs. With a thorough understanding
of one's objectives and current circumstances, products are recommended
to fill those gaps. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
John B. Flanagan |
(210) 357 - 2208 |
jflanagan@gpmlife.com |
PROFILE INFORMATION
Licenses and Education
Other Licenses and Designations (ChFEBCSM, CFP®, CPA, etc.): ChFEBCSM, Chartered
Life Underwriter (CLU)
Education / Area of Study: BS (Marketing), California State
University at Long Beach
Associations and Affiliations: NAIFA,
Society of CLU, Society of ChFEBC
Experience
I have been providing financial and/or
related advice to clients for 41 years.
How I/we charge clients for services (please select one):
| __ |
Fee for Financial Planning (initial, hourly, and/or retainer) |
| __ |
Fee based on percentage of assets managed; percentage
ranges |
| __ |
Commissions, trail fees, redemption fees, account fees, etc. |
X |
Other (please specify): salaried home office official |
Financial Services Provided
| __ |
Tax preparation |
| __ |
Comprehensive financial planning |
| __ |
Investment and asset management |
X |
Insurance |
| __ |
Elder and long-term care planning |
| __ |
Estate planning |
X |
Retirement planning |
| __ |
Cash management and budgeting |
| __ |
Stock and bond brokerage |
X |
Other (please specify): Federal Employee Benefits
Analysis |
Specialty:
Working with Federal Employees and Military Service
members and the agents working with them, on all aspects of their benefit programs.
I am or my firm is registered with the SEC as an investment adviser. No
If so, in what states?
Number of employees who work in your office/firm (please select one):
| __ |
1-5 |
| __ |
6-10 |
| __ |
11-50 |
| __ |
51-99 |
X |
100 or more |
My affiliation with the office/firm:
| __ |
Owner/Partner |
X |
Employee |
| __ |
Independent Contractor |
| __ |
Other: _____________________________________ |
Broker/Dealer Affiliation:
X |
No affiliation |
| __ |
Affiliated with |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
